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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → USA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC USA Position History
Liberty All-Star Equity Fund
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$3.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.3M |
| Q4 2025 | $2.9M |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.8M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 262.3K | — | — |
| Q2 2026 | $1.8M | 295.8K | — | — |
| Q1 2026 | $1.3M | 235.0K | — | — |
| Q4 2025 | $2.9M | 458.3K | — | — |
| Q3 2025 | $3.3M | 520.9K | — | — |
Other funds holding USA
$23M
$22.4M
$21.6M
$21.5M
$21.2M
$21.1M
$21.1M
$20.3M